Demo

Agency Development Manager

bbinsurance
Tampa, FL Full Time
POSTED ON 12/7/2024 CLOSED ON 2/5/2025

What are the responsibilities and job description for the Agency Development Manager position at bbinsurance?

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Orchid is Seeking an Agency Development Manager to join our growing team in Tampa, Florida

The ADM is responsible for generating and growing qualified quote submissions and written premium via our agency distribution channel.  Proactive efforts will include activities that keep agents informed on systems, products, and underwriting guidelines as well as prospecting new agencies and general account management. To be successful as an ADM, you should be able to build instant rapport with people and be a good listener.

How You Will Contribute

  • Cultivate relationships with new and existing assigned agents to direct qualified risk selection
  • Generates new premium growth through interaction with existing agencies (calls, emails, f2f visits, etc.)
  • Identifies and develops new agency opportunities through prospecting
  • Trains new and existing assigned agencies and follows up on outstanding questions
  • Become a subject matter expert on our product offerings and core system(s)
  • Provide general account management for agencies and maintain accurate records of all sales activities via Salesforce
  • Collaborates with the marketing department to ensure consistent agent communication
  • Proactively monitors key performance indicators outliers and be solutions oriented
  • Works proactively with product management to communicate competitive information and to convey necessary product modifications or new opportunities
  • Demonstrated ability to meet and/or exceed goals
  • Monitors and reports newly appointed agency metrics such as quote volume and written premium
  • Monitors incomplete quote activity to identify training opportunities
  • This is a remote position and will require frequent travel for in-person agency visits, trade shows and/or conferences
  • Performs additional responsibilities as assigned by management

Licenses and Certifications:

  • P&C insurance license (4-40 or 2-20 preferred)

Skills & Experience to Be Successful

  • Minimum of 2-4 years P&C industry experience
  • Proficiency in MS Office Suite and CRM software such as Salesforce Positive attitude and friendly demeanor
  • This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.
  • 5 years P&C industry experience (preferred)
  • Previous Personal Lines Excess & Surplus experience a plus (preferred)
  • Strong familiarity with Salesforce CRM (preferred)

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

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